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Nonprofit Techies
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Dynamics 365 Field Service

ShabnamMohammadi's avatar
Apr 12, 2023

The Dynamics 365 Field Service business application helps organizations deliver onsite service to customer locations. The application combines workflow automation, scheduling algorithms, and mobility to set up mobile workers for success when they're onsite with customers fixing issues.

 

Field service Features/capabilities

  • Define work order at customer locations.
  • manage resources and equipment needed for customer service, visualize onsite appointments, and optimize service schedules with efficient routing and resource skill matching.
  • communication and collaboration between customer service agents, dispatchers, field technicians, customers, and other stakeholders.
  • keep track of customer equipment and service history.
  • manage truck stock, purchase order requests and fulfillment, and product returns.
  • generate invoices based on products and services delivered to customers.
  • Time track how resources are spending their time, whether they're traveling, on break, or working.

 

 

Updated Jan 26, 2024
Version 5.0
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